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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,797 | $99,668-65.1% | $86,451-59.7% | $134,545-74.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.65% | 6789.61%-6806.3pp | 4398.51%-4415.2pp | 418.37%-435.0pp |
| Employer contribution / active EE | $4,945 | $4,403+12.3% | $3,770+31.2% | $4,742+4.3% |
| Participant deferral / active EE | $3,494 | $7,249-51.8% | $6,953-49.8% | $6,401-45.4% |
| Admin fee / account holder | $2,672 | $8,377-68.1% | $6,734-60.3% | $11,431-76.6% |